Rossby Financial, Lcc Ishares Tr Esg Screened S&P 50 Transaction History

Rossby Financial, Lcc

$307 Billion
Q3 2025

A detailed history of Rossby Financial, Lcc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Rossby Financial, Lcc holds 85 shares of XVV stock, worth $4,406. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$4,406

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$47.64 - $51.71 $4,049 - $4,395	85 New	85 $4.4 Million

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$42.7 Million
2.16% of portfolio
Becker Capital Management Inc

226K
Shares

$11.7 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

218K
Shares

$11.3 Million
0.0% of portfolio
Brown Advisory Inc

159K
Shares

$8.27 Million
0.01% of portfolio
Jnba Financial Advisors

97K
Shares

$5.03 Million
0.46% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
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